Beneficiaries Tab

Use the Beneficiaries tab to specify the beneficiary type and allocation percent for each beneficiary, for each plan.

You can access this screen from the Benefits Enrollment screen and Life Events/New Hires screen.

Benefit Plans - Current Beneficiaries

This table displays your current benefit plans and your beneficiaries. You can use it to specify the beneficiary type and allocation percent for each beneficiary, for each plan. You can access this tab on the Benefits Enrollment screen and Life Events/New Hires screen.

Note: If no current benefit plans exist, the system will display the following message: "There are no current benefits and/or beneficiaries on record."

Field	Description
Plan	This non-editable field displays all of your benefit plans that are currently attached to dependents/beneficiaries.
Beneficiary	This non-editable field displays all of your beneficiaries for each benefit plan listed.
Relationship	This non-editable field displays the relationship of the beneficiary to you.
Type	Select the type of beneficiary from this drop-down box. Valid options are Primary, Contingent, and Neither.
Allocation %	This field displays the percentage allocation based on the selected dependent and the selected Type for each beneficiary. o change the allocation %, type directly in the field. Note: Selecting "Neither" from the Type drop-down box disables the Allocation % field.

Subtasks

Subtask	Description
Select New Beneficiaries for Benefit Plans	Click this link to display the new benefit plans and your beneficiaries.
Instructions	Click this link to view special instructions from your benefits administrator.